China Electric Vehicle Charging Infrastructure Market Share, Companies and Trends Report 2026-2031

The China Electric Vehicle Charging Infrastructure Market was worth USD 24,800 million in 2025. The estimate covers charging equipment, deployment, grid-connected charging assets, infrastructure software and directly associated network services, while avoiding double counting of electricity sold to vehicles. The market scale is supported by a nationwide installed base exceeding 20 million charging facilities and more than 4.7 million public charging points. Revenue growth increasingly reflects higher charging power and site complexity rather than connector additions alone.

The market is projected to reach USD 89,409 million by 2031, implying a 23.83% CAGR from 2025. Growth is expected to remain strong even as connector additions normalize because infrastructure mix is moving toward DC fast charging, higher-voltage equipment, liquid cooling, storage integration and grid-interactive platforms. National targets for 2027 provide a near-term deployment floor, while long-term high-quality charging policy supports continued investment in cities, highways, residential districts and underserved lower-tier markets.

Profit pools are moving from basic charger hardware toward high-power equipment, electrical balance-of-system, software, fleet charging and energy-management services. Public connector power reached 49.35 kW on average by June 2026, while more than 180,000 high-power charging guns were already deployed. These systems require greater expenditure on power modules, thermal management, switchgear, transformers and grid connection, raising infrastructure value per site even when physical connector growth begins to slow.

The key risk is underutilized capacity combined with aggressive competition for high-quality sites. Public charging deployment has grown rapidly, while a concentrated group of operators controls most of the network, placing pressure on smaller CPOs to secure traffic, fleet contracts and attractive electricity procurement. Higher-power systems also raise capex and grid-connection requirements, making utilization more important to project returns. Operators that build for charger-count targets without demand-led location planning may face weak asset productivity.

China is the clear scale leader among major peer markets. It represents more than 65% of global public charging points and had over 4.7 million public connectors at the end of 2025. Comparable 2025 infrastructure revenue benchmarks for the United States, Japan, South Korea and India remain substantially below China's level. China's advantage is not only connector scale but also integrated domestic production of chargers, power electronics, EVs and grid equipment, enabling faster infrastructure deployment and technology iteration.

The most important demand driver is the expanding electric vehicle fleet combined with a shift toward faster charging. New-energy vehicle sales reached 16.49 million units in 2025, while the charging network supported more than 40 million vehicles. As adoption penetrates consumers without private parking and commercial fleets with high daily mileage, the market requires more public fast charging and higher throughput. This changes demand from simple charger availability toward reliable, high-power charging at convenient locations.

Winning companies will combine site acquisition, high-power engineering, software orchestration, fleet relationships and grid integration. Pure connector ownership provides decreasing differentiation as networks scale. The strongest operators can direct traffic across large networks, optimize electricity purchasing, manage charging loads and progressively participate in V2G or demand-response markets. China's 9-city, 30-project V2G program shows how charging infrastructure may evolve into a distributed flexibility platform rather than remaining a standalone refueling service.